MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$829M
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,899
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.77M
3
+$4.3M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.97M
5
AAPL icon
Apple
AAPL
+$2.88M

Top Sells

1
+$3.83M
2
+$1.56M
3
+$1.53M
4
PIZ icon
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
+$1.51M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.34M

Sector Composition

1 Technology 6.47%
2 Energy 5.58%
3 Healthcare 5.2%
4 Financials 4.84%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$9K ﹤0.01%
382
-2,918
1877
$9K ﹤0.01%
+187
1878
$9K ﹤0.01%
105
1879
$9K ﹤0.01%
+690
1880
$9K ﹤0.01%
416
-106
1881
$9K ﹤0.01%
500
-39
1882
$9K ﹤0.01%
627
1883
$9K ﹤0.01%
560
1884
$9K ﹤0.01%
174
1885
$9K ﹤0.01%
1,719
1886
$9K ﹤0.01%
+62
1887
$9K ﹤0.01%
311
1888
$8K ﹤0.01%
214
-4
1889
$8K ﹤0.01%
50
1890
$8K ﹤0.01%
+630
1891
$8K ﹤0.01%
287
1892
$8K ﹤0.01%
423
1893
$8K ﹤0.01%
109
1894
$8K ﹤0.01%
800
1895
$8K ﹤0.01%
560
+310
1896
$8K ﹤0.01%
238
1897
$8K ﹤0.01%
150
+3
1898
$8K ﹤0.01%
2,399
+1,040
1899
$8K ﹤0.01%
176
1900
$8K ﹤0.01%
1,000
-409
74 75
76
77 78